CHAPTER ONE
Retail Valuation
How Investors Value Product Availability and Inventory Management
Retailers beware! David Berman is watching you. Berman, general partner of Berman Capital Management in New York, invests in retail stocks, often after investigating a retailer’s inventory levels.1 He’s a member of an emerging group of rocket science investors who believe that operational data, such as inventory levels, foretell future increases or decreases in sales, earnings, and share price. Publicly traded retailers must understand how investors like Berman operate in order to effectively communicate with them. This chapter offers guidelines on how you can do so. Moreover, adopting the investor’s perspective can help you benchmark your firm’s ...
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